Avantis Real Estate ETF
AVRE
110 hedge funds and large institutions have $412M invested in Avantis Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 26 reducing their positions, and 5 closing their positions.
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
127% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 26
11% more capital invested
Capital invested by funds: $371M → $412M (+$41.2M)
10% more funds holding
Funds holding: 100 → 110 (+10)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
2.83% less ownership
Funds ownership: 77.83% → 74.99% (-2.8%)
Top Buyers
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$2.82M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.82M |
| 3 |
PWS
Physician Wealth Solutions
North Las Vegas,
Nevada
|
+$2.5M |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$1.89M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.74M |
Top Sellers
AVRE Hedge Fund Activity: Q3 2024 in Review
110 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q3 2024, worth a combined $412M — up 11% from $371M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new AVRE positions and 5 closed out — a net gain of 10 holders — while 59 added to existing stakes and 26 trimmed.
The largest buyer was Simplicity Wealth, adding an estimated $2.82M. The largest seller was Aprio Wealth Management, cutting an estimated $19.3M.
- 110 institutional investors held Avantis Real Estate ETF (AVRE) as of Q3 2024, up from 100 in Q2 2024.
- Funds reported $412M of Avantis Real Estate ETF stock for Q3 2024, up 11% quarter-over-quarter.
- 15 funds opened new Avantis Real Estate ETF positions in Q3 2024 and 5 closed out, a net change of +10 holders.
- The largest Avantis Real Estate ETF buyer in Q3 2024 was Simplicity Wealth, an estimated $2.82M added.
- The largest Avantis Real Estate ETF seller in Q3 2024 was Aprio Wealth Management, an estimated $19.3M sold.
Based on aggregated 13F filings for Q3 2024.